We are able to work with whatever managers and vehicles you currently have in your plans. We have built deep relationships with more than 300 managers across the universe of public and private asset classes. If we don’t already cover a specific manager in your portfolio, we will initiate research on that manager.
Alternative asset classes are increasingly important to plans seeking valuable sources of alpha and diversification—while also adding complexity in terms of managing risk and liquidity. We have one of the industry’s deepest dedicated alternatives teams, with more than 50 professionals who have an average of 22 years of experience. This allows us to help clients optimize their use of alternatives on both a strategic and tactical level.
Coordination of Multiple Plans
We have experience working with complex situations and are able to provide recommendations on how to operate more efficiently and when sub-plans should be consolidated. We focus on assessing risk at the total client relationship level and managing that risk through strategic allocations and tactical portfolio decisions.
As a leader in socially responsible investing, we are able to create customized portfolios that are designed to reflect each client’s unique priorities without compromising long-term returns.
Oversight of Service Providers
Our clients often use a complex web of outside service providers. Serving as an extension of your staff, we provide oversight of your third-party partners and ensure that they follow best practices.
Robust, Comprehensive Reporting
We provide reporting that goes beyond simply showing performance by manager or asset class. Instead, we create customized reports for our clients that show risk, asset allocation, and consolidated performance.
Direct Access to Investment Professionals
We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed by two seasoned investment professionals:
Serves as your primary day-to-day contact and ensures that your specific goals and objectives are at the center of all decisions made throughout our investment governance model.
Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.
To learn more about our team and governance structures,